Wealth Management Intern
4 weeks ago
Syfe is a digital investment platform with a mission to empower people to build their wealth for a better future.
Faced with information overload and competing priorities, people with the desire to improve their wealth and financial future lack the time, patience and know-how to put their money to work. Current solutions fail to solve the friction and problems faced with growing wealth, and as a result, people are not optimising their investment and savings.
Through Syfe’s revolutionary wealth management experience, people can grow their money to its fullest potential and manage wealth in one destination. Our innovative investment tools, strategies and access to the latest insights, support users in acting for their financial future, now. We offer leading institutional methodologies and partner with global asset managers to achieve the best outcomes for one’s money. Across our markets in Singapore, Australia and Hong Kong, Syfe’s team comprises the brightest talent from leading technology and financial institutions. Currently, over 100,000 investors in Singapore alone trust Syfe to manage their money.
Since its founding, Syfe has raised more than US$50 million from world-class investors. The company has won multiple awards including Wealth Management Fintech of the Year by the Asian Banking and Finance Awards 2022, as well as being recognized as one of the Top LinkedIn Startups in Singapore 2023.
Find out more about us at www.syfe.com.
Responsibilities
Syfe's advisory team combines a wealth of experience in advising clients across the wealth spectrum and building tailored investment strategies geared to achieve their financial goals.
The Wealth Management Intern will assist the Syfe Advisors in building solutions to better service existing clients, making investment presentations, generating new leads and providing value added information about them.
New lead generation and enrichment of lead data
Updating lead / client data on CRM tools
Curating list of existing clients for potential opportunities
Assisting Syfe Advisors in portfolio construction and investment presentations based on client requirements
Assist in ad hoc matters as dictated by Head of Investment Advisory
Preferred Skills
Meticulous
Analytical
Client driven with a strong focus on quality of service
Strong interpersonal communication skills
Team player but independent
Additional Notes
No hierarchies, opportunity to shape the company
Opportunity to build something that has a genuine impact on the masses
Opportunity to learn and grow fast; we are 110% meritocratic
Most importantly, having fun in doing what you do
Location: Singapore, Hybrid working mode
Commitment period: 4 months minimum, 5 days per week
Preferred start date: Start of Oct 2024-
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